Trustees Operations Officer

Job Summary

Responsible for overseeing the day-to-day operational activities within the Trustee business. ▪ Ensure efficient and effective management of processes, compliance with regulatory requirements, and support for client services. ▪ Work closely with various departments to optimize operational workflows and enhance service delivery for ARM Trustees

Job Details

KEY RESPONSIBILITIES

Operational Management: Oversee daily operations, ensuring smooth and efficient workflow across all departments.

Compliance: Ensure all activities comply with regulatory requirements and internal policies.

Process Improvement: Identify and implement process improvements to enhance operational efficiency.

Trust advisor support: Support trust advisors by ensuring timely and accurate processing of transactions and inquiries.

Record keeping and Accounting: Ensure proper records and accounting of transactions executed on behalf of each trust client working closely with the RMs and the Accountant.

Portfolio Valuation and Reporting: Ensure daily valuation of Trust portfolios; prepare and present operational reports to management.

Risk Management: Identify and mitigate operational risks.

Team Collaboration: Work closely with the relationship managers and other departments to ensure cohesive and integrated operations.

Any duties or responsibility that may be assigned by the Group Head, Operations and Management.

Requirements

COMPETENCIES, SKILLS & ABILITIES

Strong analytical and problem-solving skills.

Excellent attention to detail and accuracy.

Strong communication and interpersonal skills.

Industries:Financial Services

Function: Others